Member Info for Si_Derman

I predict that whoever bought 33,156 shares at 14:25 and sold them at 15:07 is going to keep loosing money if they think that that is a good way trade.
Just sayin' :)

Okay, I see. No, just crossed lines. I'll get me coat. :)

Sorry Trendz. That was aimed at TT65. Was looking at Babcox margins earlier and you are in the same ballpark. afaics.

Material suppliers costs and other supply chain costs have to be factored in. It's not all profit.

...asks for 2 coal units to be readied amid cold snap.
https://uk.investing.com/news/economy/uks-national-grid-asks-for-2-coal-units-to-be-readied-amid-cold-snap-2854534

Meanwhile in Devon, my log pile is well covered in snow. And I'm running low of dry ones.
But don't worry. I still have half a bag of coal for readied for emergencies. :)

I noticed the other day whilst over Appledore way, that the big dredger vessle that was moored up over by the Newquay yard, is now moored just outside the entrance to the dry dock. After asking around I was told that it was so they didn't have to pay TDC for mooring fees. Sooo.. I was wondering if Harl are getting free dredging of the enterance channel in exchange for mooring it there.
Not big news, I grant you. :)

Fair point. Appologies.
What should we do with obvious rampers threads though? Or are they okay?

Noticed this elsewhere. "Velocys plc (VLS.L), the sustainable fuels technology company, announces that its wholly owned subsidiary, Altalto Immingham Ltd., has been awarded a grant of up to £27 million from the UK Department for Transport's ("DfT") Advanced Fuels Fund for the Altalto Immingham Sustainable Aviation Fuel ("SAF") project"
FWIW, not a holder there or even aware of the company just wondered if QFI could be eligable for such funding?
And yes, I can see that it's for avation fuel not marine fuel. :)

"Harl is going to have circa £130m of untapped, agreed financing."
Don't they have to settle up with Riverstone first? Approx £50m, afaicr.

Saw that and thought, was that meant or an honest mistake?
Anyhoo, I thought the FFS contract was the RNL lie contract? ;)

You reckon? ;)

"..waiting for the cold weather to arrive."
Well, having just come in from the snow, I think it's already here. :)
Total chaos out on the main road with stuck and abandoned vehicles.

No surprise who initiated the thread. As I said last night, they will say anything for a trade, then come back and call you fools for falling for it.

fwiw, Togo (TG) is the country, not the port.
LFW refers to the port of Lome.

But you didn't make that point. Ade2017, was the one that said it was a bargain.
Hmmm? Interesting posting history though. :)

Could be wrong but I believe TG is Togo, Ianto.
But the only one that comes close is Lome, TGLFW. And nothing on their arrivals list. AFAICS

Maybe dual list it on NASDAQ? Sure the Yanks would lap up that "iconic/Titanic" stuff. lol :)

BTW. Thanks for all the links, LSE.

It's good to get the exposure but he really should slow down a tad as he's mixing up or is completely wrong on quite a few facts, IMO. At times he is talking of certain historic facts as if they are current ones. Such as building oil rigs, large fishing and cruise ships. In years gone by, yes. But maintenace of cruise ships and the odd fishing vessle, is closer to the truth, ATM. As regards new builds, one pontoon built and some barges, that are in construction. Albeit for Aprox. £20m in total contract worth though. Not quite the same as building a cruise ship.
"They own 25% of IM storage project." Err, no Alan. It's 100%. Until such time as we swap any equity for a stake in it, that is. Mentions steel fabrication then quotes figures for the M55 contract. Anyway, maybe I'm being picky. It's all good, I guess.
I would imagine most of us can probably auto translate what he is saying into what he actually meant to say. But anyone new listening just might get a false impression. As we have seen of late on one RNS. ;)
The other bits included in the interview, if I heard correctly. (Not fact checked. Just did the calcs.)
From interims in June revenues of £15.5m
And based on them maintaining their stated gross margins of 22%
Guidance for current year £65-£75m (£14.3-£16.5m)
Next year £100-£150m (£22-£33m)
Year after £200-£230m (£44-£50.6m)
Targeting an SP of 30p on finalising of the FSS contract. (I hope not. :) )

Evening all. :) Nice to see so considered and coherent posts, uninterupted by rampish nonsense.
On Stokey's point regarding HARL not having the relevant experience in operating a facility of this kind. It is worth noting that AR came to us with previous experience in this sector.
This from an article when was initially appointed, "Arun Raman has spent the past 20 years within the commodities and infrastructure sector. While at Star Energy Group plc (now known as Petronas Energy Trading Ltd.), Arun was responsible for commercialising its 10BCF Humbly Grove Underground Gas Storage Project, including the negotiation and commercial delivery of the Gas Storage Agreement with Vitol SA as the capacity offtake client. He also negotiated and executed agreements with the National Grid in relation to physical gas flows between the Humbly Grove gas storage facility and the National Transmission System. On the trading side, Arun set up trading desks for natural gas, power and carbon emissions for the group.

Following on from there, Arun was hired by Vitol Services Ltd. in London where he was actively trading carbon emissions and other commodities. Arun specialises in commercial negotiations and monetising assets underpinned by commodity flows as well as trading of commodities around such assets."

Then we have the more recent appointment of Katya Zotova, who was Non-Executive Director for Vedanta Resources plc, a globally diversified natural resources company with revenues of more than $10 billion.

So there is a bit of experience already inhouse.

PS. Been away since Friday afternoon, so nice to return and read of attempts to bring this board back on track. Well done all those that keep pushing through the noise.
GLA. Si. :)

No worries, LSE. :)

Here is TDC's webpage on it, for anybody interested.
https://www.torridge.gov.uk/maritimeinnovationcentre
There is a "what's happening?" page but it's not been updated since the summer. AFAICS.
Please feel free to cherry pick all the good stuff regarding jobs and income for your ramps. ;)